Overview
A savings dashboard that gives users a clear overview of their financial activity, including balances, transactions, and progress toward savings goals. The design prioritizes clarity and reassurance.
Role
Product Designer
Timeline
3 months (2024)
Platform
Mobile & Web
Team
1 Designer, 3 Engineers
Problem
Users felt anxious about their finances due to scattered information across multiple apps and unclear progress toward goals. They needed a single source of truth that would make them feel in control rather than overwhelmed.
Integration with multiple banks and financial institutions
Security and privacy concerns around financial data
Diverse user financial literacy levels
Approach
Interviewed 30 users about their financial management habits and pain points. Created emotional journey maps to understand financial anxiety triggers. Designed with calming colors, clear progress indicators, and actionable insights.
Research
Design
Testing
Iterate
Key Decisions
Visual Goal Progress
Made savings goals visually prominent with clear progress bars and milestone celebrations, turning saving into an achievement system.
Calm, Reassuring Design
Used soft colors and generous whitespace to reduce financial anxiety and create a sense of control and calm.
Actionable Insights
Provided clear next steps and recommendations rather than just displaying data, helping users know what to do.
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